
Successful Home Loan Specialist Wanted
Há 2 dias
A leading Financial Solutions Provider is seeking a skilled Property Finance Consultant to join their team in Umhlanga.
Job Description:- The successful candidate will be responsible for engaging with potential clients and leveraging lead providers, direct marketing, and needs analysis-based selling techniques to secure new business opportunities.
- Prospecting through proactive and reactive methods to identify new business leads.
- Developing a strong client base through partnerships and relationship building.
- Executing referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, and wellness days to promote services.
- Employing open-ended questioning to understand clients' financial and emotional needs.
- Pre-qualifying clients by assessing their background and linking it to credit health reports and affordability.
- Identifying financial challenges and offering solutions to meet client needs.
- Maintaining proper records of leads and follow-ups to ensure customer contact.
- Utilizing extensive product knowledge to present tailored solutions that match client needs.
- Explaining application procedures and applying appropriate credit criteria to ensure a smooth process.
- Providing upfront explanations of situations that need clarity and ensuring supporting documents are available.
- Clarifying all terms and conditions of the final offer to the client.
- Summarizing benefits of the product package and all relevant conditions to ensure client understanding.
- Maintaining contact after the client has accepted our offer and requesting referrals to grow the network.
The ideal candidate should have 3 years of sales experience, preferably in home loans, and experience in sales within a self-sourcing environment, adept at proactively generating leads. A valid driver's license and own car/transport are required. We are looking for a motivated individual who can work under pressure and meet sales targets.
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